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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,876 | $125,237+45.2% | $105,608+72.2% | $145,877+24.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.89% | 225.76%-212.9pp | 116.50%-103.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $4,479 | $3,720+20.4% | $3,167+41.4% | $4,663-3.9% |
| Participant deferral / active EE | $13,470 | $5,711+135.9% | $5,010+168.9% | $6,691+101.3% |
| Admin fee / account holder | $53,567 | $17,287+209.9% | $11,028+385.7% | $13,402+299.7% |